IMA Advisory Services’s Generac Holdings GNRC Stock Holding History

IMA Advisory Services’s Portfolio GNRC Stock Details GNRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Sell	7,209 -47	-0.6%	-$9.03K	0.14%	108
2025 Q4	$990K	Sell	7,256 -116	-2%	-$18.7K	0.1%	128
2025 Q3	$1.23M	Sell	7,372 -11	-0.1%	-$1.93K	0.12%	113
2025 Q2	$1.06M	Buy	7,383 +499	+7%	+$60.9K	0.11%	119
2025 Q1	$872K	Sell	6,884 -1,821	-21%	-$261K	0.1%	125
2024 Q4	$1.35M	Sell	8,705 -588	-6%	-$102K	0.16%	103
2024 Q3	$1.48M	Buy	+9,293	New	+$1.38M	0.32%	81
2023 Q4	–	Sell	-10,984	Closed	-$1.2M	–	141
2023 Q3	$1.2M	Sell	10,984 -70	-0.6%	-$8.66K	0.31%	80
2023 Q2	$1.65M	Buy	11,054 +199	+2%	+$22.7K	0.42%	72
2023 Q1	$1.17M	Sell	10,855 -146	-1%	-$16.9K	0.3%	84
2022 Q4	$1.11M	Buy	11,001 +5,001	+83%	+$566K	0.29%	82
2022 Q3	$1.07M	Sell	6,000 -357	-6%	-$81.8K	0.29%	86
2022 Q2	$1.34M	Buy	+6,357	New	+$1.56M	0.33%	85

Other funds holding GNRC

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

IMA Advisory Services's GNRC Position: Q1 2026 in Review

IMA Advisory Services reduced its Generac Holdings (GNRC) stake by 0.65% in Q1 2026, selling an estimated $9.03K and leaving 7,209 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #108.

IMA Advisory Services first reported a position in GNRC in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.65M in Q2 2023. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

IMA Advisory Services held 7,209 shares of Generac Holdings worth $1.41M as of Q1 2026.
IMA Advisory Services sold 47 Generac Holdings shares in Q1 2026, an estimated $9.03K.
Generac Holdings made up 0.14% of IMA Advisory Services's portfolio in Q1 2026, its #108 holding.
IMA Advisory Services first reported a position in Generac Holdings in Q2 2022 and has held it in 13 quarters since.
IMA Advisory Services's Generac Holdings position peaked at $1.65M in Q2 2023.
866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.